Enter Customer Address Info
Explanation
Use this activity to define one or more addresses
(address identities) for an existing customer.
This mandatory task
is to be performed by a system administrator
or equivalent person.
You can enter an alternative customer name if you want to use a name other than what is displayed in the
header of the
Customer window. This name will
be printed on documents (like invoices, reminders etc.) when this address is
used.
The customer's own address ID might be used by the message handling system for
EDI and/or MHS messages. If supplier and customer schedules are to be
transferred successfully using the DELSCH message (for sending supplier schedules from the demanding site
to be a customer schedule in the supplying site), then a reference must be
entered in the Customer's Own Address ID field in the
Address tab.
If not, the schedules will not be transferred successfully. The reference
entered must be exactly the same as the EAN location number entered for the receiver, i.e., the delivery recipient in the site record for the demanding/receiving site that will send the
supplier schedules. Note that there is no List of Values available for this
field.
You can use Customer Branch field to enter the branch of the customer (business
location) and this information will be available in the invoices. So that company
can identify customer branch level transactions.
Prerequisites
This activity has the following prerequisites:
- The customer must be entered.
System Effects
As a result of this activity:
- An address identity with general address information is entered.
-
An alternative customer name is printed
in business
documents and shown with items created for this address.
- You have entered the customer's own address ID, i.e., the delivery
recipient for the demanding/receiving site, if the message handling system for
EDI/XML/MHS are to be used together
with multi-site ordering.
Window
Customer
Related Window Descriptions
Customer
Customer/Address
Customer/Address/General
Address Info
Customer/Address/Delivery
Tax Info
Customer/Address/Document
Tax Info
Procedure
- Open the
Customer window and click the
Address tab.
- Query for the customer whose address information you want to define.
- To create a new address ID for this customer, create a new record in the Address
Identity field, and then enter a maximum of fifty alphanumeric
characters.
To edit an existing address ID, click the ID from the Address Identity list.
- In the Customer's Own Address ID field, enter the EAN location number used in
EDI communication. When
EDI messages are sent, this field becomes part of the message.
- Enter an alternative name for the customer for this particular address identity if the general name in the header
of the Customer window is not applicable for this address.
- On the
General Address Info tab, verify that the country
displayed in the Country field is appropriate for the address to be entered
or edited.
- Enter the address
information for this address ID. To edit or add information to the Address
field, click the Edit Address icon
to the right of the Address field (or right-click in the Address
field and then click Edit). This will display the
Address
edit window. Enter
the address in the address edit fields and then click OK. You
will get an value in the Jurisdiction Code field if using an external
tax system for tax calculation and if the address is entered correctly.
- Select Within City Limit if the customer is located inside the city
limit. This check box is only valid if using an external tax system for tax
calculation.
- Alternatively, enter end customer and related address identity to
retrieve address details of another customer. This can only be done for
addresses which are of Delivery type. Upon saving, the details will be saved
for the current customer record. You cannot edit country or address details
of the current customer and those fields will be disabled.
- Enter the address types that correspond to this address in the Address
Type fields. The system types are
Delivery, Document, Visit and Pay. You can add new address types by creating new records.
- In the Default fields, select the address types that should use this
address as their default. (You can specify an address type that also uses
another address, but only one of those addresses can be the default for the
address type.)
- In the Name and Comm Method fields, enter the contact names and
communication methods for this address.
- Optionally, in the Customer Branch field, enter the customer
branch (business location) which customer's document address related to.
- You can specify a validity period for the address and the contacts by entering valid from
and/or valid to information in the appropriate Valid From and Valid To
fields.
- Save the record.